+95.5%
AMD vs XLV
+34.1%
+61.3%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.1% | -2.1% | +3.4% |
| 7D | -15.5% | +5.5% | -21.0% | -11.7% |
| 30D | -22.6% | +13.3% | -35.9% | -14.4% |
| 3M | -5.7% | +17.4% | -23.2% | +7.3% |
| 6M | +43.1% | +32.1% | +11.0% | +64.1% |
| YTD | +128.2% | +24.0% | +104.2% | +163.7% |
| 1Y | +95.5% | +32.9% | +62.6% | +121.2% |
| All | +95.5% | +34.1% | +61.3% | +121.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XLV.
Daily Out/Under-Performance
Portfolio return minus XLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded XLV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling